Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)Moderate Risk★★★★★ISIN INF903J01OP6

NAV · 06-Jul-2026

₹32.6862

+1.30%

-1.87%

1Y (CAGR)

-0.43%

3Y (CAGR)

+5.97%

5Y (CAGR)

+7.26%

Since inception (CAGR)

+Infinity%

NAV history

hover for values

Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

3.40%

Downside dev (3y)

2.60%

Max drawdown (3y)

-4.2%

Sharpe (3y)

-0.16

SIP XIRR (3y)

+3.52%

SIP XIRR (5y)

+5.46%

Calendar-year returns

2020 +8.3%2021 +15.4%2022 +3.8%2023 +10.1%2024 +9.1%2025 +5.2%

Fund facts

Fund managerKumaresh Ramakrishnan · S. Bharath

AUM₹185 Cr

Expense ratio1.13% · 2026-05-31

TER · AMFI officialDirect 1.13% · Regular 1.87% (2026-06-30)

Launch date21-Jan-2010

Plan typeOpen Ended · Hybrid

Min lumpsum₹5,000

Min SIP₹250

Lock-inNone

Volatility5.09

AMCSundaram Asset Management Company Ltd

Objective · To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.

scheme documents ↗